BANNERMAN WEALTH MANAGEMENT GROUP, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, BANNERMAN WEALTH MANAGEMENT GROUP, LLC held in its portfolio 33 assets valued at $141,050,416 (i.e. $141.05M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($44.47M), DIMENSIONAL ETF TRUST ($16.80M), and DIMENSIONAL ETF TRUST ($12.53M).
The chart below shows the top 10 valuable assets, and the table below shows the top 33 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BANNERMAN WEALTH MANAGEMENT GROUP, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1123240 | 44469086 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 394615 | 16794822 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 328806 | 12530791 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 173048 | 12056254 | US SMALL CAP ETF |
| AMERICAN CENTY ETF TR | 150889 | 11432891 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 159853 | 5206405 | EMGR CRE EQT MNG |
| AMERICAN CENTY ETF TR | 53576 | 5034565 | INTL SMCP VLU |
| AMERICAN CENTY ETF TR | 85264 | 4971771 | EMERGING MKT VAL |
| AMERICAN CENTY ETF TR | 42309 | 4729344 | US EQT ETF |
| ISHARES TR | 69194 | 3460368 | CORE INTL AGGR |
| DIMENSIONAL ETF TRUST | 146686 | 3359282 | US REAL ESTATE E |
| NVIDIA CORPORATION | 13032 | 2430468 | COM |
| AMERICAN CENTY ETF TR | 53683 | 2250534 | AVANTIS CORE FI |
| ISHARES TR | 7972 | 1676817 | RUS 1000 VAL ETF |
| AMAZON COM INC | 5345 | 1233733 | COM |
| DIMENSIONAL ETF TRUST | 26180 | 1219704 | US MKTWIDE VALUE |
| ISHARES TR | 15023 | 821914 | MSCI EMG MKT ETF |
| ALNYLAM PHARMACEUTICALS INC | 1947 | 774225 | COM |
| DIMENSIONAL ETF TRUST | 9753 | 721527 | WORLD EQUITY ETF |
| AMERICAN CENTY ETF TR | 8335 | 686174 | INTL EQT ETF |
| APPLE INC | 2463 | 669591 | COM |
| VANGUARD INDEX FDS | 1320 | 643975 | GROWTH ETF |
| MICROSOFT CORP | 1126 | 544510 | COM |
| AMERICAN CENTY ETF TR | 6606 | 508756 | AVANTIS EMGMKT |
| MCKESSON CORP | 558 | 457722 | COM |
| AMERICAN CENTY ETF TR | 4270 | 435424 | US SML CP VALU |
| WASTE MGMT INC DEL | 1610 | 353745 | COM |
| SCHWAB STRATEGIC TR | 9427 | 309199 | 1000 INDEX ETF |
| WISDOMTREE TR | 3718 | 301186 | INTL SMCAP DIV |
| DISNEY WALT CO | 2538 | 288698 | COM |
| ALPHABET INC | 768 | 240384 | CAP STK CL A |
| DOVER CORP | 1199 | 234150 | COM |
| ALPHABET INC | 645 | 202401 | CAP STK CL C |
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